About Us

Jacob Lewis, CFP®

Partner/Retirement Planning Specialist
Phone: 651-389-4130
Fax: 651-389-4131

I’m Jacob Lewis, our firm’s partner. Since graduating with a bachelor’s degree in finance and economics from the University of St. Thomas, I’ve remained dedicated to ongoing financial education throughout my career. In doing so, I’ve attended the Wharton School of Pennsylvania and the American College.

I currently hold the following licenses:


  • CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 7 securities
  • FINRA Series 66
  • Life/Health/Accident Insurance



My wife, Breanna, and I live in Brooklyn Park, MN with our two sons, Charles and Owen. When I’m not here at the office or chasing my boys around, I enjoy hunting, golfing, cooking (or, more specifically, grilling and smoking meat) and traveling. I consider myself an outdoor enthusiast and enjoy spending time with my friends and family at our cabin in Northern Minnesota.


You can find Jacob at our Arden Hills location.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

is not owned or operated by AXA Advisors, LLC or its affiliates.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Falcon Financial Group, LLC is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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